Colton Groome Financial Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Colton Groome Financial Advisors’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.27M	Sell	40,042 -2,626	-6%	-$152K	0.65%	32
2025 Q4	$2.42M	Sell	42,668 -974	-2%	-$54.7K	0.69%	31
2025 Q3	$2.41M	Sell	43,642 -3,208	-7%	-$173K	0.74%	31
2025 Q2	$2.45M	Sell	46,850 -4,535	-9%	-$227K	0.83%	29
2025 Q1	$2.53M	Sell	51,385 -13,899	-21%	-$721K	0.98%	26
2024 Q4	$3.34M	Buy	65,284 +5,230	+9%	+$278K	1.28%	18
2024 Q3	$3.17M	Sell	60,054 -12,114	-17%	-$617K	1.19%	18
2024 Q2	$3.52M	Sell	72,168 -13,308	-16%	-$650K	1.39%	15
2024 Q1	$4.28M	Sell	85,476 -25,009	-23%	-$1.19M	1.72%	12
2023 Q4	$5.15M	Sell	110,485 -6,126	-5%	-$264K	2.25%	10
2023 Q3	$4.81M	Sell	116,611 -15,413	-12%	-$668K	2.41%	8
2023 Q2	$5.7M	Sell	132,024 -70,397	-35%	-$2.91M	2.67%	7
2023 Q1	$8.24M	Buy	202,421 +188,630	+1,368%	+$7.64M	3.93%	4
2022 Q4	$536K	Buy	13,791 +7,292	+112%	+$279K	0.26%	66
2022 Q3	$224K	Hold	6,499	–	–	0.11%	105
2022 Q2	$239K	Sell	6,499 -68	-1%	-$2.69K	0.12%	99
2022 Q1	$274K	Sell	6,567 -1,186	-15%	-$48.9K	0.13%	89
2021 Q4	$326K	Sell	7,753 -43	-0.6%	-$1.75K	0.13%	95
2021 Q3	$304K	Sell	7,796 -139	-2%	-$5.55K	0.13%	94
2021 Q2	$314K	Sell	7,935 -61	-0.8%	-$2.41K	0.14%	93
2021 Q1	$303K	Buy	7,996 +490	+7%	+$17.7K	0.17%	56
2020 Q4	$258K	Buy	7,506 +269	+4%	+$8.74K	0.17%	55
2020 Q3	$219K	Sell	7,237 -1,471	-17%	-$44.7K	0.15%	52
2020 Q2	$252K	Buy	8,708 +67	+0.8%	+$1.91K	0.18%	51
2020 Q1	$223K	Sell	8,641 -6,011	-41%	-$192K	0.18%	58
2019 Q4	$512K	Sell	14,652 -1,419	-9%	-$47.4K	0.37%	43
2019 Q3	$542K	Sell	16,071 -165	-1%	-$5.19K	0.4%	43
2019 Q2	$508K	Buy	+16,236	New	+$500K	0.41%	35

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Colton Groome Financial Advisors's SPYV Position: Q1 2026 in Review

Colton Groome Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.2% in Q1 2026, selling an estimated $152K and leaving 40,042 shares worth $2.27M. The position accounts for 0.65% of the portfolio, ranked #32.

Colton Groome Financial Advisors first reported a position in SPYV in Q2 2019 and has held it in 28 quarters since. The position peaked at $8.24M in Q1 2023. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Colton Groome Financial Advisors held 40,042 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.27M as of Q1 2026.
Colton Groome Financial Advisors sold 2,626 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $152K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.65% of Colton Groome Financial Advisors's portfolio in Q1 2026, its #32 holding.
Colton Groome Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2019 and has held it in 28 quarters since.
Colton Groome Financial Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $8.24M in Q1 2023.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.